Ironsides Asset Advisors, LLC Diversified Active

CIK: 0001615135 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Feb 11, 2015

Total Value ($000): $345,137 (100.0% shares, 0.0% debt)

Holdings (163)

LOW LOWES COS INC 21.2%
Value ($000) $73,242 Shares 1,384,020 Est. Cost $37.84 Unrealized +8.9%
VYM VANGUARD HIGH DVD YIELD ETF 4.7%
Value ($000) $16,374 Shares 246,552 Est. Cost $66.32 Unrealized
GUGGENHEIM S&P 500 EQUAL WEI 4.7%
Value ($000) $16,139 Shares 212,950 Est. Cost $76.64 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 3.5%
Value ($000) $12,234 Shares 158,984 Est. Cost $77.90 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.4%
Value ($000) $11,588 Shares 58,814 Est. Cost $195.72 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 2.2%
Value ($000) $7,651 Shares 95,789 Est. Cost $80.36 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-U 2.0%
Value ($000) $6,856 Shares 139,239 Est. Cost $52.29 Unrealized
VO VANGUARD MID-CAP ETF 1.9%
Value ($000) $6,610 Shares 56,349 Est. Cost $118.67 Unrealized
SJNK SPDR BARCLAYS SHORT-TERM HIG 1.8%
Value ($000) $6,100 Shares 203,815 Est. Cost $30.79 Unrealized
IWS ISHARES RUSSELL MID-CAP VALU 1.7%
Value ($000) $5,775 Shares 82,500 Est. Cost $72.61 Unrealized
IWD ISHARES RUSSELL 1000 VALUE E 1.7%
Value ($000) $5,756 Shares 57,510 Est. Cost $101.27 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 1.6%
Value ($000) $5,584 Shares 53,044 Est. Cost $105.68 Unrealized
GUGGENHEIM SPIN-OFF ETF 1.5%
Value ($000) $5,161 Shares 114,381 Est. Cost $45.79 Unrealized
RWO SPDR DJ GLOBAL REAL ESTATE E 1.4%
Value ($000) $4,971 Shares 112,142 Est. Cost $46.65 Unrealized
CWB SPDR BARCLAYS CONVERTIBLE SE 1.4%
Value ($000) $4,899 Shares 98,669 Est. Cost $50.50 Unrealized
JPMORGAN ALERIAN MLP INDEX 1.2%
Value ($000) $4,111 Shares 77,449 Est. Cost $52.38 Unrealized
PM PHILIP MORRIS INTERNATIONAL 1.1%
Value ($000) $3,817 Shares 45,765 Est. Cost $48.23 Unrealized -0.7%
CS LONG/SHORT LIQUID INDEX 1.0%
Value ($000) $3,551 Shares 142,600 Est. Cost $24.42 Unrealized
GUGGENHEIM RUSSELL MIDCAP EW 1.0%
Value ($000) $3,422 Shares 69,372 Est. Cost $51.10 Unrealized
SPDR NUVEEN BARCLAYS S/T MUN 0.9%
Value ($000) $3,189 Shares 130,650 Est. Cost $24.33 Unrealized
GUGGENHEIM S&P 500 EQUAL WEI 0.9%
Value ($000) $3,175 Shares 37,336 Est. Cost $84.01 Unrealized
AMERICAN EXPRESS CO 0.9%
Value ($000) $3,089 Shares 35,284 Est. Cost $94.78 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 0.8%
Value ($000) $2,922 Shares 73,500 Est. Cost $42.59 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,766 Shares 29,408 Est. Cost $61.87 Unrealized -0.6%
COVIDIEN PLC 0.8%
Value ($000) $2,674 Shares 30,908 Est. Cost $90.18 Unrealized
VUG VANGUARD GROWTH ETF 0.8%
Value ($000) $2,628 Shares 26,366 Est. Cost $98.92 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $2,615 Shares 34,976 Est. Cost $57.29 Unrealized -3.3%
PFE PFIZER INC 0.7%
Value ($000) $2,483 Shares 83,977 Est. Cost $17.55 Unrealized -0.6%
GENERAL ELECTRIC CO 0.7%
Value ($000) $2,448 Shares 95,524 Est. Cost $26.28 Unrealized
LVS LAS VEGAS SANDS CORP 0.7%
Value ($000) $2,445 Shares 39,310 Est. Cost $52.12 Unrealized -5.4%
MO ALTRIA GROUP INC 0.7%
Value ($000) $2,391 Shares 52,040 Est. Cost $19.20 Unrealized +7.7%
PMT PENNYMAC MORTGAGE INVESTMENT 0.7%
Value ($000) $2,338 Shares 109,108 Est. Cost $21.89 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.7%
Value ($000) $2,334 Shares 12,293 Est. Cost $112.28 Unrealized +1.8%
VNQ VANGUARD REIT ETF 0.7%
Value ($000) $2,329 Shares 32,414 Est. Cost $74.84 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $2,268 Shares 27,791 Est. Cost $64.05 Unrealized +4.0%
BAXTER INTERNATIONAL INC 0.6%
Value ($000) $2,230 Shares 31,067 Est. Cost $72.31 Unrealized
DEM WISDOMTREE EMG MKTS EQ INCOM 0.6%
Value ($000) $2,187 Shares 45,774 Est. Cost $51.40 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $2,118 Shares 41,385 Est. Cost $33.51 Unrealized +2.1%
VB VANGUARD SMALL-CAP ETF 0.6%
Value ($000) $2,066 Shares 18,678 Est. Cost $117.11 Unrealized
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $2,003 Shares 24,669 Est. Cost $80.95 Unrealized
DLS WISDOMTREE INTL S/C DVD FUND 0.6%
Value ($000) $1,970 Shares 33,280 Est. Cost $60.23 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.6%
Value ($000) $1,952 Shares 22,989 Est. Cost $86.95 Unrealized
DOL WISDOMTREE INTL L/C DVD FUND 0.6%
Value ($000) $1,931 Shares 38,650 Est. Cost $51.65 Unrealized
KKR & CO LP 0.6%
Value ($000) $1,924 Shares 86,271 Est. Cost $23.76 Unrealized
PFF ISHARES US PREFERRED STOCK E 0.5%
Value ($000) $1,861 Shares 47,085 Est. Cost $39.91 Unrealized
EMC CORP/MA 0.5%
Value ($000) $1,843 Shares 62,977 Est. Cost $26.33 Unrealized
MET METLIFE INC 0.5%
Value ($000) $1,818 Shares 33,833 Est. Cost $32.44 Unrealized +2.6%
VV VANGUARD LARGE-CAP ETF 0.5%
Value ($000) $1,809 Shares 20,000 Est. Cost $90.00 Unrealized
ABBOTT LABORATORIES 0.5%
Value ($000) $1,765 Shares 42,440 Est. Cost $41.10 Unrealized
LYB LYONDELLBASELL INDU-CL A 0.5%
Value ($000) $1,764 Shares 16,230 Est. Cost $52.73 Unrealized +12.3%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $1,669 Shares 48,709 Est. Cost $28.30 Unrealized +0.1%
DUK DUKE ENERGY CORP 0.5%
Value ($000) $1,668 Shares 22,307 Est. Cost $44.49 Unrealized +2.6%
EMB ISHARES JP MORGAN USD EMERGI 0.5%
Value ($000) $1,659 Shares 14,700 Est. Cost $115.24 Unrealized
TER TERADYNE INC 0.5%
Value ($000) $1,610 Shares 83,050 Est. Cost $17.16 Unrealized +5.8%
POWERSHARES QQQ TRUST SERIES 0.5%
Value ($000) $1,593 Shares 16,127 Est. Cost $93.89 Unrealized
AGRIUM INC 0.5%
Value ($000) $1,572 Shares 17,660 Est. Cost $91.65 Unrealized
KRE SPDR S&P REGIONAL BANKING 0.4%
Value ($000) $1,371 Shares 36,219 Est. Cost $37.85 Unrealized
GUGGENHEIM MULTI-ASSET INCOM 0.4%
Value ($000) $1,370 Shares 56,310 Est. Cost $24.33 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,331 Shares 28,716 Est. Cost $33.96 Unrealized +10.9%
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $1,270 Shares 23,000 Est. Cost $59.96 Unrealized
ZBH ZIMMER HOLDINGS INC 0.4%
Value ($000) $1,243 Shares 12,365 Est. Cost $88.67 Unrealized +1.0%
BERKSHIRE HATHAWAY INC-CL A 0.4%
Value ($000) $1,241 Shares 6 Est. Cost $189833.33 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,239 Shares 8,747 Est. Cost $81.08 Unrealized +3.0%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $1,233 Shares 11,674 Est. Cost $115.48 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.3%
Value ($000) $1,167 Shares 10,110 Est. Cost $127.30 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 0.3%
Value ($000) $1,161 Shares 27,828 Est. Cost $41.72 Unrealized
KO COCA-COLA CO/THE 0.3%
Value ($000) $1,157 Shares 27,108 Est. Cost $28.11 Unrealized +2.7%
MRK MERCK & CO. INC. 0.3%
Value ($000) $1,156 Shares 19,492 Est. Cost $37.96 Unrealized +3.7%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,135 Shares 20,127 Est. Cost $59.90 Unrealized
BAZAARVOICE INC 0.3%
Value ($000) $1,107 Shares 149,741 Est. Cost $7.89 Unrealized
WISDOMTREE TOTAL EARNINGS 0.3%
Value ($000) $1,062 Shares 15,000 Est. Cost $70.67 Unrealized
KAPSTONE PAPER AND PACKAGING 0.3%
Value ($000) $1,058 Shares 37,841 Est. Cost $31.07 Unrealized
SPECTRA ENERGY CORP 0.3%
Value ($000) $1,049 Shares 26,723 Est. Cost $42.43 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $1,000 Shares 27,675 Est. Cost $26.19 Unrealized +2.9%
MGM MGM RESORTS INTERNATIONAL 0.3%
Value ($000) $970 Shares 42,600 Est. Cost $23.59 Unrealized -0.3%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $968 Shares 15,100 Est. Cost $69.74 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $896 Shares 11,958 Est. Cost $76.62 Unrealized
KAYNE ANDERSON MLP INVESTMEN 0.3%
Value ($000) $883 Shares 21,624 Est. Cost $39.51 Unrealized
PHG KONINKLIJKE PHILIPS NVR- NY 0.3%
Value ($000) $875 Shares 27,579 Est. Cost $31.76 Unrealized
DGS WISDOMTREE EM SMALL CAP 0.2%
Value ($000) $842 Shares 18,225 Est. Cost $47.97 Unrealized
CREDIT SUISSE MLP EQUAL WEIG 0.2%
Value ($000) $808 Shares 22,500 Est. Cost $35.73 Unrealized
APPLE INC 0.2%
Value ($000) $797 Shares 7,907 Est. Cost $92.95 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $761 Shares 19,867 Est. Cost $34.67 Unrealized -1.3%
ROYAL DUTCH SHELL-SPON ADR-A 0.2%
Value ($000) $757 Shares 9,950 Est. Cost $82.41 Unrealized
POWERSHARES DWA MOMENTUM POR 0.2%
Value ($000) $739 Shares 18,808 Est. Cost $38.98 Unrealized
FXH FIRST TRUST HEALTH CARE ALPH 0.2%
Value ($000) $725 Shares 13,000 Est. Cost $53.23 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $699 Shares 12,350 Est. Cost $19.39 Unrealized +2.1%
FLOT ISHARES FLOATING RATE BOND E 0.2%
Value ($000) $653 Shares 12,847 Est. Cost $50.79 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $649 Shares 5,935 Est. Cost $118.79 Unrealized
MCD MCDONALD'S CORP 0.2%
Value ($000) $630 Shares 6,647 Est. Cost $74.80 Unrealized -4.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $617 Shares 12,348 Est. Cost $26.80 Unrealized +3.7%
INTEGRATED SILICON SOLUTION 0.2%
Value ($000) $604 Shares 43,940 Est. Cost $14.57 Unrealized
AMERICA MOVIL-SPN ADR CL L 0.2%
Value ($000) $590 Shares 23,400 Est. Cost $20.75 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.2%
Value ($000) $571 Shares 8,084 Est. Cost $69.28 Unrealized
HYG ISHARES IBOXX HIGH YIELD COR 0.2%
Value ($000) $563 Shares 6,122 Est. Cost $95.16 Unrealized
ISHARES MSCI UNITED KINGDOM 0.2%
Value ($000) $562 Shares 29,000 Est. Cost $19.38 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $559 Shares 22,191 Est. Cost $16.64 Unrealized +6.3%
HEALTH CARE REIT INC 0.2%
Value ($000) $558 Shares 9,750 Est. Cost $57.77 Unrealized
TBT PROSHARES ULTRASHORT 20+Y TR 0.2%
Value ($000) $555 Shares 9,850 Est. Cost $60.71 Unrealized
GUGGENHEIM INSIDER SENTIMENT 0.2%
Value ($000) $538 Shares 11,494 Est. Cost $49.61 Unrealized
EIS ISHARES MSCI ISRAEL CAPPED E 0.2%
Value ($000) $532 Shares 10,452 Est. Cost $50.90 Unrealized
IGE ISHARES NORTH AMERICAN NATUR 0.2%
Value ($000) $531 Shares 11,855 Est. Cost $49.94 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $521 Shares 4,892 Est. Cost $73.39 Unrealized +3.0%
SAN BANCO SANTANDER SA-SPON ADR 0.1%
Value ($000) $516 Shares 54,305 Est. Cost $9.76 Unrealized
ALLIANCE BANCORP INC PA NEW 0.1%
Value ($000) $490 Shares 20,000 Est. Cost $25.15 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $486 Shares 5,050 Est. Cost $66.18 Unrealized +2.8%
WESTERN REFINING INC 0.1%
Value ($000) $471 Shares 11,225 Est. Cost $37.53 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $462 Shares 11,756 Est. Cost $28.73 Unrealized -2.7%
T AT&T INC 0.1%
Value ($000) $444 Shares 12,610 Est. Cost $11.79 Unrealized +0.9%
POWERSHARES DYN PHARMACEUTIC 0.1%
Value ($000) $432 Shares 6,786 Est. Cost $61.15 Unrealized
BLACKROCK MUNIASSETS FUND 0.1%
Value ($000) $431 Shares 32,800 Est. Cost $12.81 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $426 Shares 3,572 Est. Cost $75.91 Unrealized +3.4%
XLV HEALTH CARE SELECT SECTOR 0.1%
Value ($000) $416 Shares 6,506 Est. Cost $60.82 Unrealized
TLT ISHARES 20+ YEAR TREASURY BO 0.1%
Value ($000) $410 Shares 3,529 Est. Cost $113.63 Unrealized
BANK OF AMERICA CORP 0.1%
Value ($000) $395 Shares 23,151 Est. Cost $16.29 Unrealized
NUVEEN AMT-FREE MUNI INC FD 0.1%
Value ($000) $392 Shares 28,991 Est. Cost $13.49 Unrealized
CINCINNATI BELL INC 0.1%
Value ($000) $389 Shares 115,400 Est. Cost $3.93 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $380 Shares 6,304 Est. Cost $41.25 Unrealized +4.6%
GLOBAL COMMODITY EQUITY ETF 0.1%
Value ($000) $374 Shares 8,875 Est. Cost $46.42 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $371 Shares 13,600 Est. Cost $59.84 Unrealized 0.0%
POWERSHARES NASDAQ INTERNET 0.1%
Value ($000) $369 Shares 5,391 Est. Cost $68.08 Unrealized
POWERSHARES DYN BIOTECH&GENO 0.1%
Value ($000) $368 Shares 7,964 Est. Cost $43.70 Unrealized
POWERSHARES FTSE RAFI US 1K 0.1%
Value ($000) $362 Shares 4,115 Est. Cost $88.44 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $360 Shares 1,314 Est. Cost $273.97 Unrealized
DHS WISDOMTREE EQ INCOME FUND 0.1%
Value ($000) $356 Shares 6,000 Est. Cost $59.35 Unrealized
ISHARES MSCI FRONTIER 100 0.1%
Value ($000) $350 Shares 9,253 Est. Cost $36.25 Unrealized
VBK VANGUARD SMALL-CAP GRWTH ETF 0.1%
Value ($000) $347 Shares 2,885 Est. Cost $127.56 Unrealized
POWERSHARES DYN LEISURE&ENT 0.1%
Value ($000) $343 Shares 10,251 Est. Cost $34.05 Unrealized
GOOGLE INC-CL C 0.1%
Value ($000) $342 Shares 592 Est. Cost $575.33 Unrealized
POWERSHARES DB COMMODITY IND 0.1%
Value ($000) $337 Shares 14,500 Est. Cost $26.55 Unrealized
GOOGLE INC-CL A 0.1%
Value ($000) $324 Shares 551 Est. Cost $584.06 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $323 Shares 13,942 Est. Cost $22.72 Unrealized
EPI WISDOMTREE INDIA EARNINGS 0.1%
Value ($000) $323 Shares 14,741 Est. Cost $22.47 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $323 Shares 3,585 Est. Cost $90.38 Unrealized
POWERSHARES AERO & DEFENSE 0.1%
Value ($000) $321 Shares 9,916 Est. Cost $32.27 Unrealized
ISHARES MSCI TAIWAN ETF 0.1%
Value ($000) $318 Shares 20,834 Est. Cost $15.81 Unrealized
ALERIAN MLP ETF 0.1%
Value ($000) $305 Shares 15,900 Est. Cost $19.18 Unrealized
POWERSHARES DYN MEDIA PORT 0.1%
Value ($000) $304 Shares 12,305 Est. Cost $25.36 Unrealized
MRSH MARSH & MCLENNAN COS 0.1%
Value ($000) $302 Shares 5,770 Est. Cost $40.50 Unrealized +5.5%
EEMV ISHARES MSCI EMERGING MARKET 0.1%
Value ($000) $299 Shares 5,000 Est. Cost $60.80 Unrealized
POWERSHARES DYN BLDG & CONST 0.1%
Value ($000) $290 Shares 13,970 Est. Cost $22.33 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $286 Shares 2,655 Est. Cost $71.74 Unrealized -1.2%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $268 Shares 3,630 Est. Cost $77.00 Unrealized
HIG HARTFORD FINANCIAL SVCS GRP 0.1%
Value ($000) $268 Shares 7,201 Est. Cost $27.56 Unrealized +3.3%
EUO PROSHARES ULTRASHORT EURO 0.1%
Value ($000) $267 Shares 13,400 Est. Cost $17.08 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $263 Shares 1,660 Est. Cost $162.65 Unrealized
SPSB SPDR BARCLAYS SHORT TERM COR 0.1%
Value ($000) $250 Shares 8,157 Est. Cost $30.77 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $237 Shares 4,335 Est. Cost $58.59 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.1%
Value ($000) $230 Shares 5,754 Est. Cost $38.37 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $222 Shares 2,025 Est. Cost $110.12 Unrealized
REVLON INC 0.1%
Value ($000) $222 Shares 7,000 Est. Cost $30.57 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $221 Shares 4,450 Est. Cost $49.66 Unrealized
ILCV ISHARES MORNINGSTAR LARGE-CA 0.1%
Value ($000) $220 Shares 2,595 Est. Cost $84.78 Unrealized
HARBINGER GROUP INC 0.1%
Value ($000) $217 Shares 16,527 Est. Cost $12.71 Unrealized
DE DEERE & CO 0.1%
Value ($000) $212 Shares 2,590 Est. Cost $73.94 Unrealized -6.2%
RWX SPDR DJ INTERNATIONAL REAL E 0.1%
Value ($000) $209 Shares 5,000 Est. Cost $44.80 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $208 Shares 4,506 Est. Cost $35.36 Unrealized -7.7%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $205 Shares 2,446 Est. Cost $59.73 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $203 Shares 2,530 Est. Cost $80.24 Unrealized
TRIANGLE CAPITAL CORP 0.1%
Value ($000) $200 Shares 7,900 Est. Cost $28.35 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $108 Shares 19,231 Est. Cost $5.51 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.0%
Value ($000) $70 Shares 10,000 Est. Cost $8.20 Unrealized
BANK AMER CORP 01/16 @ 17 0.0%
Value ($000) $50 Shares 25,000 Est. Cost Unrealized